PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$286K
2
+$208K
3
+$193K
4
IBM icon
IBM
IBM
+$191K
5
ABBV icon
AbbVie
ABBV
+$169K

Top Sells

1
+$531K
2
+$325K
3
+$253K
4
JNJ icon
Johnson & Johnson
JNJ
+$155K
5
AMGN icon
Amgen
AMGN
+$124K

Sector Composition

1 Financials 25.55%
2 Technology 12.08%
3 Healthcare 11.72%
4 Industrials 10.72%
5 Consumer Staples 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$269K 0.14%
3,292
-1,381
102
$258K 0.13%
2,081
103
$254K 0.13%
3,035
104
$249K 0.13%
1,415
-175
105
$248K 0.13%
3,925
106
$243K 0.12%
3,025
-500
107
$239K 0.12%
9,600
108
$229K 0.12%
2,050
+400
109
$227K 0.12%
4,500
110
$221K 0.11%
1,150
-150
111
$215K 0.11%
1,905
112
$211K 0.11%
1,925
113
$193K 0.1%
+7,080
114
$193K 0.1%
1,200
115
$191K 0.1%
6,100
116
$191K 0.1%
1,250
+50
117
$191K 0.1%
3,400
118
$190K 0.1%
1,125
119
$172K 0.09%
4,298
-90
120
$171K 0.09%
5,258
+2,000
121
$166K 0.08%
2,768
122
$164K 0.08%
900
123
$155K 0.08%
2,650
124
$147K 0.08%
412
125
$143K 0.07%
9,282
+8,682
3 4
5
6 7